Kestra Financial, Inc. 401(k) Plan: Login, Facts & Contact Information
Kestra Financial, Inc. 401(k) Login
172 former Kestra Financial, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Kestra Financial, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Nov 5, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $21.7 million went into the plan in contributions, $2.50 million of it from the employer (12%).
- $7.92 million was paid out to participants.
- Investment and other income added $11.2 million.
- Administrative expenses were $108,005, about $124 per account.
How the Kestra Financial, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 494 | $40.0 million | $1.10 million | $3.42 million |
| 2020 | 601 | $49.6 million | $1.31 million | $4.02 million |
| 2021 | 662 | $54.6 million | $1.54 million | $11.1 million |
| 2022 | 740 | $51.5 million | $2.11 million | $4.14 million |
| 2023 | 961 | $67.0 million | $2.26 million | $6.31 million |
| 2024 | 1,008 | $91.9 million | $2.50 million | $7.92 million |
Kestra Financial, Inc. 401(k) Contact Information
Questions about the Kestra Financial, Inc. 401(k)
Does Kestra Financial, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.50 million, 12% of all contributions.
Does the Kestra Financial, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Kestra Financial, Inc 401(k) plan?
1,008 participants at the start of plan year 2024, 899 of them active employees, and 172 former employees who still had money in the plan.
What is the average 401(k) balance at Kestra Financial, Inc?
About $105,643 per account: $91.9 million in plan assets across 870 accounts with a balance at the end of plan year 2024.
Who manages the Kestra Financial, Inc 401(k) accounts?
Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES INC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Kestra Financial, Inc. How do I access my 401(k)?
Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.